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PCS
Personal CFO Solutions’s
Fidelity MSCI Consumer Staples Index ETF
FSTA
Stock Holding History
Personal CFO Solutions’s Portfolio
FSTA Stock Details
FSTA Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
-109,203
Closed
-$4.65M
–
528
2023
Q3
$4.65M
Sell
109,203
-45,798
-30%
-$2.06M
0.92%
19
2023
Q2
$7.04M
Buy
155,001
+43,910
+40%
+$2M
1.43%
13
2023
Q1
$5.02M
Sell
111,091
-2,342
-2%
-$104K
1.04%
18
2022
Q4
$5.08M
Buy
113,433
+2,104
+2%
+$92.4K
1.08%
16
2022
Q3
$4.47M
Sell
111,329
-521
-0.5%
-$23K
1.12%
20
2022
Q2
$4.84M
Buy
+111,850
New
+$5.05M
1.14%
18
2021
Q1
–
Sell
-8,133
Closed
-$331K
–
421
2020
Q4
$331K
Buy
8,133
+1,667
+26%
+$66K
0.08%
221
2020
Q3
$0
Sell
6,466
-321
-5%
-$12.1K
﹤0.01%
211
2020
Q2
$237K
Buy
+6,787
New
+$235K
0.07%
251
2019
Q4
–
Sell
-108,245
Closed
-$3.96M
–
357
2019
Q3
$3.96M
Buy
+108,245
New
+$3.89M
1.58%
7
Other funds holding FSTA
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Lido Advisors
Los Angeles, California
$25.5B AUM
19.2%
1-Year Est. Return
MIS
Morningstar Investment Services
Chicago, Illinois
$546M AUM
8.26%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
KAS
Kestra Advisory Services
Austin, Texas
$26.4B AUM
21.05%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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